707 relationship management jobs at 361 companies in Salisbury, NC

4d
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Senior Cash Management Relationship Specialist (FSI)
Toronto or New York City or Charlotte or Seattle or San Francisco
HybridFull Time, Contract
Sia
Sia: Provide management and AI consulting for business transformation.
12+ YOERequires 12+ years of Canadian cash or treasury management experience in a major bank, client relationship and transition implementation expertise, and deep knowledge of Canadian cash management products.
US ACH, wire, account analysis billing, EFT/ACH, online banking platforms, FINTRAC, OSFI, CPA Rules
1mo
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Relationship Manager- Wealth Management
Dallas or Scottsdale or Charlotte or Malvern
HybridFull Time
Vanguard
Vanguard: Global investment management and financial services provider.
3+ YOE3+ years managing a financial services book of business, with high-net-worth client relationship experience preferred; requires regulatory licensing or registration and a bachelor's degree or equivalent experience.
ETFs
1mo
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Treasury Management Relationship Manager
Charlotte or Nashville or Atlanta
$148k-$185k/yr OnsiteFull Time
Regions Bank
Regions BankNYSE: RF: Provides retail, commercial banking, wealth management, and mortgage services.
10+ YOEBachelor's degree with 10 years (or HS/GED with 11 years) in treasury services sales or related experience; CTP designation; strong negotiation, leadership, communication, and analytical skills; proficiency in Microsoft Office.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
3w
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Wealth Management Client Relationship Manager
Charlotte, North Carolina, United States
$71k-$81k/yr OnsiteFull Time
TIAA
TIAA: Financial services organization providing retirement, asset management, and investments.
2+ YOE2+ years financial services experience; obtain Series 7/63/65/66 and life & health insurance licenses within 120 days; strong client relationship, advisory support, and business development skills.
2mo
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Wealth Management Client Relationship Manager
Charlotte or Dallas
$35-$38/hr HybridFull Time
TIAA
TIAA: Provides retirement and financial services for academic and non-profit sectors.
2+ YOE2+ years experience, FINRA registrations (Series 7/63/65/66) and resident state life & health insurance license required within 120 days; university degree preferred; strong client relationship and communication skills.
3mo
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Relationship Management Sales Associate - Institutional Client Group
Charlotte or Chicago or Minneapolis or Los Angeles
$98k-$116k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
5+ YOEBachelor's or Master's degree; 5-7 years commercial lending experience; strong relationship, analytical, and credit knowledge; excellent communication and presentation skills.
2mo
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Relationship Manager I
Charlotte, North Carolina, United States
$64k-$75k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Experience with wealth management service models, client relationship management, leadership/mentoring, strong communication and problem-solving, and proficiency with CRM and workflow tools.
1mo
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Insurance Brokerage- Relationship Management Associate
Charlotte, North Carolina, United States
OnsiteFull Time
Amwins
Amwins: Wholesale insurance distributor and group benefits administrator.
Bachelor's degree preferred; strong Excel and PowerPoint skills; experience with data analysis, reporting, and stakeholder communication; AI literacy; strong written and verbal communication.
Microsoft Excel, Microsoft PowerPoint, Power BI, SQL, CRM, Claude
4d
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Supplier Relationship Manager
Des Moines or Charlotte
$85k-$152k/yr RemoteFull Time
Principal Financial Group
Principal Financial GroupNASDAQ: PFG: A global financial investment management and insurance.
3+ YOEBachelor's degree or equivalent experience and 3+ years in supplier relationship management, sourcing, procurement, vendor management, or related work; requires analytics, communication, stakeholder, and performance-management skills.
Bloomberg, Morningstar, FactSet, S&P Global Market Intelligence, ICE Data Services, Refinitiv, LSEG
3w
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Relationship Banker I
Greensboro, North Carolina, United States
OnsiteFull Time
Fidelity Bank
Fidelity Bank: Community bank offering personal and business financial services.
1+ YOEHigh school diploma/GED, 1 year cash-handling and customer service experience or equivalent; strong relationship, math, computer, time-management and communication skills; must pass background check.
2d
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Retail Auto Relationship Manager
Charlotte, North Carolina, United States
RemoteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Provides banking, investment, mortgage, and consumer finance products.
2+ YOERequires 2+ years of retail auto relationship management or equivalent experience. Preferred skills include auto finance, prospecting, sales, negotiation, CRM tools, Microsoft Office, and working with large dealer groups.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce
3w
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Relationship Banker North Mountain
Newton, North Carolina, United States
OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
2+ YOE2+ years customer service, relationship management, FINRA Series 6 and 63, state insurance license, SAFE registration, strong communication and sales aptitude; ability to work Saturdays.
2w
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Relationship Manager III - C&IB
Greensboro, North Carolina, United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
8+ YOEBachelor's degree preferred and typically 8+ years of industry-relevant experience. Requires advanced credit analysis, financial analysis, portfolio management, sales, negotiation, client relationship, and risk management skills.
1w
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D365 Client Relationship Manager
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yr OnsiteFull Time
BDO USA
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
1mo
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Sr. Relationship Manager (US)
Charlotte or Greenville
$149k-$223k/yr OnsiteFull Time
TD Bank
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
10+ YOEUndergraduate degree, 10+ years relevant experience in commercial banking, strong credit and financial analysis, business development track record, negotiation and client relationship skills.
1mo
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Senior Relationship Manager - Alternative Finance
Charlotte, North Carolina, United States
$54k/yr OnsiteFull Time
Small Biz Heroes
Small Biz Heroes: Provides alternative financing and credit education for small businesses.
2+ YOE2+ years in alternative business finance; knowledge of MCA, term loans, SBA, lines of credit, equipment financing; strong communication and client relationship skills; experience managing renewals and growth.
Salesforce
1mo
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Senior Relationship Manager
New York City or Charlotte
$90k-$110k/yr OnsiteFull Time
PEI Group
PEI Group: Business intelligence provider for global alternative asset markets.
Proven experience managing strategic enterprise accounts with C-level engagement, negotiation and pricing expertise, account planning, forecasting and ability to drive retention and expansion.
Dynamics 365
1mo
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Senior Relationship Manager
New York City or Charlotte
$90k-$110k/yr OnsiteFull Time
PEI Group
PEI Group: Provides business intelligence for the private markets industry.
Proven experience managing strategic enterprise accounts with retention and expansion focus, complex negotiations, C-level engagement, account planning, financial acumen; Dynamics 365 proficiency preferred.
Dynamics 365, CRM
4w
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Business Relationship Manager Senior Government
Atlanta or New Orleans or Charlotte
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
8+ YOE8+ years business banking/relationship management or lending experience; bachelor’s degree or equivalent; knowledge of government/not-for-profit regulations, RFP process, and risk management; strong credit judgment and network.
2mo
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Director – GBS Business Relationship Management for Industrial Automation
Charlotte, North Carolina, United States
HybridFull Time
Honeywell
HoneywellNASDAQ: HON: Manufactures aerospace products, building technologies, and industrial control systems.
10+ YOE10+ years finance experience, 3–5 years Honeywell SBG/corporate experience, bachelor’s in business/finance (MBA preferred), strong finance domain expertise, stakeholder management, communication, strategic thinking, and problem solving.
Honeywell Forge